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Global Strategy Weekly

I must apologise for falling asleep on the job. I hadn’t spotted that the US personalsaving ratio (SR) had slid all the way back to what I would describe as crisis levels.
海外研报

A Fresh Coat Of Paint01

After widespread speculation on social media, a Chinese zoo has finally admitted that their “panda bears” are actually “panda dogs”. Or, well, just some regular dogs with painted furs. In similar
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Four influential changes from the jointed press conference

At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA), and the China Securities Regulatory Commission, regulators addressed market concerns about the economy with a
海外研报

Mizuho China Weekly Outlook

China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity. Government revenue fell 2.8% YoY in August, compared to a 1.9% drop in July. This accelerated decline
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China optimism exaggerated

Topic of the week: Upward revision to our gold price forecastImportant news of the last few days: Escalation in the Middle East conflict pushes up
海外研报

GS--China Consumer Staples: Key investor feedback from European marketing trip

past weeks discussing China consumer staples subsectors and key stock ideas. Ona high level, investor feedback indicated 1) their positions in China consumer
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China PBoCs big stimulus

. The 7-day reverse repo rate, which is now the main policy rate, will be cut by 20basis points (bp) to 1.5%. This will lead to the medium-term lending facility (MLF)
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BofA_BofA Securities Equity Client Flow Trends Biggest equity inflows in nearly two years_20240923

Institutional-led buying during the Fed cut week • 3rd largest equity inflows in our data history: Last week, during which the Fed
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Barclays_Euro area inflation forecast update Energy in the driver's seat_20240923

The details of August EA HICP show underlying core goodscontinue to normalise higher, despite the downside surprise,
海外研报

Asia FX Talk - Softening activity in Europe

Fed speakers yesterday indicated that the Fed has more work to do in terms of ratecuts, but the size and pace is yet to be determined even as their combined
海外研报